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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,887 | $100,792-76.3% | $86,691-72.4% | $134,509-82.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.73% | 29.08%-44.8pp | 35.94%-51.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,306 | $5,339+74.3% | $4,656+99.9% | $6,400+45.4% |
| Admin fee / account holder | $516 | $10,924-95.3% | $7,492-93.1% | $11,427-95.5% |